Amara Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Amara Financial’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	21,152 +2,659	+14%	+$274K	1.29%	15
2026 Q1	$1.91M	Sell	18,493 -9,245	-33%	-$952K	1.32%	15
2025 Q4	$2.84M	Buy	27,738 +2,547	+10%	+$262K	1.97%	12
2025 Q3	$2.6M	Buy	25,191 +1,450	+6%	+$150K	1.92%	13
2025 Q2	$2.44M	Buy	23,741 +15,444	+186%	+$1.58M	2.15%	13
2025 Q1	$859K	Sell	8,297 -251	-3%	-$25.6K	0.79%	19
2024 Q4	$860K	Sell	8,548 -640	-7%	-$64.5K	0.79%	17
2024 Q3	$931K	Buy	+9,188	New	+$920K	0.89%	17

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Amara Financial's STIP Position: Q2 2026 in Review

Amara Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q2 2026, buying an estimated $274K and bringing the position to 21,152 shares worth $2.16M. The position accounts for 1.29% of the portfolio, ranked #15.

Amara Financial first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Amara Financial held 21,152 shares of iShares 0-5 Year TIPS Bond ETF worth $2.16M as of Q2 2026.
Amara Financial bought 2,659 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $274K.
iShares 0-5 Year TIPS Bond ETF made up 1.29% of Amara Financial's portfolio in Q2 2026, its #15 holding.
Amara Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $2.84M in Q4 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.